Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47948.78 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46553.83 Kr¶
PnL: ---------------------------------------> -334.74 Kr¶
DD now: ---------------------------------> -1.401 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 11:54:25.181173'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.980000 | 3239.600000 | 268.600000 | 9.040000 | 2971.000006 |
| HEBA B | 70 | 2.920000 | 2835.000000 | 199.000000 | 7.550000 | 2636.000010 |
| Corem Property Group B | 59 | 1.730000 | 624.220000 | 47.220000 | 8.180000 | 576.999999 |
| AcadeMedia | 12 | 1.230000 | 600.600000 | 43.600000 | 7.830000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.340000 | 393.300000 | 38.300000 | 10.790000 | 355.000000 |
| MedCap | 2 | 2.470000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| Boozt | 12 | 0.140000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| SAAB B | 8 | -0.910000 | 3408.800000 | 31.800000 | 0.940000 | 3377.000000 |
| Eastnine | 4 | 2.670000 | 522.400000 | 31.400000 | 6.400000 | 491.000000 |
| HMS Networks | 2 | 2.630000 | 702.800000 | 29.800000 | 4.430000 | 673.000000 |
| Resurs Holding | 22 | -0.070000 | 600.600000 | 26.600000 | 4.630000 | 573.999998 |
| OEM International B | 7 | 1.280000 | 553.000000 | 25.000000 | 4.730000 | 527.999997 |
| Intrum | 4 | 2.200000 | 547.800000 | 20.800000 | 3.950000 | 527.000000 |
| Coor Service Management Hold. | 8 | 2.690000 | 549.600000 | 17.600000 | 3.310000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 2.040000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Norva24 Group | 16 | -0.340000 | 558.080000 | 15.080000 | 2.780000 | 543.000000 |
| FM Mattsson Mora Group B | 50 | -1.340000 | 2935.000000 | 8.000000 | 0.270000 | 2927.000000 |
| Karnov Group | 9 | 0.000000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Swedbank A | 3 | -0.050000 | 567.000000 | 3.000000 | 0.530000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.990000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Securitas B | 6 | 1.280000 | 571.200000 | 1.200000 | 0.210000 | 570.000000 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| CTEK | 13 | 0.810000 | 534.300000 | 0.300000 | 0.060000 | 533.999999 |
| Handelsbanken A | 5 | 0.090000 | 544.500000 | -1.500000 | -0.270000 | 546.000000 |
| Midsona B | 63 | 3.710000 | 580.860000 | -2.140000 | -0.370000 | 582.999984 |
| Nordea Bank Abp | 29 | 0.070000 | 3451.000000 | -3.000000 | -0.090000 | 3453.999992 |
| Essity B | 2 | -1.590000 | 568.200000 | -5.800000 | -1.010000 | 574.000000 |
| Essity A | 4 | -0.870000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.270000 | 3832.500000 | -17.500000 | -0.450000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.920000 | 564.000000 | -30.570000 | -5.140000 | 594.565215 |
| Vivesto | 1368 | -2.160000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Axfood | 13 | 0.180000 | 3667.300000 | -88.700000 | -2.360000 | 3756.000001 |
| OX2 | 18 | -0.250000 | 1445.400000 | -218.600000 | -13.140000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.300000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | 0.180000 | 2886.000000 | -476.000000 | -14.160000 | 3361.999992 |
| TOTAL | 46553.830000 | -334.740000 | -1.4006% | 46888.564618 |
Updated:¶
'2023-01-23 11:54:37.686894'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
